Step 2: Fund Your Account Using
Transfer, Rollover, or Contribution Forms
Transfer Request — Cash Only
Transfer Request — In-Kind Assets/Cash
60-Day Rollover Designation
New Contribution Form
Employer Plan Rollover Deposit
Continue to Step 3
More: about us, FAQs, events, refer a friend, reviews, tax laws, contact us
Investments: real estate, checkbook IRA/LLC, private company, precious metals, cryptocurrency
Account Types: roth account , traditional ira , inherited ira , sep , hsa, cesa, checkbook IRA/LLC ,
solo401(k) , backdoor roth
Forms: open account, new account, fund account, invest account, maintain account, fee schedule
Fine print: site terms, privacy policy, important tax notice
Stay in touch: newsletter, twitter, facebook, linkedin, youtube
Investments: real estate, checkbook IRA/LLC, private company, precious metals, cryptocurrency
Account Types: roth account , traditional ira , inherited ira , sep , hsa, cesa, checkbook IRA/LLC ,
solo401(k) , backdoor roth
Forms: open account, new account, fund account, invest account, maintain account, fee schedule
Fine print: site terms, privacy policy, important tax notice
Stay in touch: newsletter, twitter, facebook, linkedin, youtube
Directed IRA is a Tradename of Directed Trust Company. Directed Trust Company performs the duties of a directed custodian, and as such does not provide due diligence to third parties on prospective investments, platforms, sponsors or service providers and does not sell investments or provide investment, legal, or tax advice.
Account specialists are available
8 am - 5 pm Monday to Friday
Arizona MST: 602.899.9396
Click here to schedule a new account phone appointment
Directed Trust Company
3033 N. Central Ave,
Suite 400
Phoenix, AZ 85012
P: 602.899.9396
F: 602.899.9641
